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Waymo is cool, but I have no idea how it is going to compete with the tsunami coming that is CyberCab. Tesla will be mass producing this smaller, cheaper vehicle like nothing else. Covering the entire country with self driving vehicles.

I don’t know how Waymo can possibly compete with that. Their deployment by city is slow, their hardware is expensive, slown to produce, and not purpose built for self driving.



The bigger question is, how can Tesla with it's non-working "full self driving" compete with Waymo's working actual self-driving.


That’s a non issue. FSD is quickly approaching self driving in all scenarios. Waymo is limited specific cities and surface streets.

In a way Waymo is behind, they can’t scale fast enough. Their vehicles are far from optimal and expensive. When CyberCab comes around it will blow past Waymo with ease.


Not if CyberCab doesn’t have working software. FSD has a disengagement rate in the doubt digits according to community trackers. They are a long way away from reliability needed to remove the driver. They won’t be “blowing past” anyone for the foreseeable future.


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Literally the company selling FSD doesn't think that it's actually fully self driving. They strongly imply that it is in their consumer marketing, and have done so for many years, but any time Tesla interacts with regulators or the legal realm they are adamant that the system isn't level 4 or 5, and the human driver is 100% responsible for handling any and all mistakes.


I’ve seen teslas full self driving drive me on surface roads, on the highway, and even navigate the lot, find parking, and park the car. In what way is it non working at this point? Waymo doesn’t even do highway.


But not with a sufficient reliability and safety. You need that to do what Waymo does. Waymo could do highways 15 years ago, right now they use highways in autonomous mode but only with employees or empty, so they will presumably launch soon.

Imagine 2 drivers, one does something dangerous every hour, the other every 1000 hours. If you observe them for one hour, they may appear identical to you. Yet, one is 1000x better.


> In what way is it non working at this point?

Because you're in the driver's seat supervising at all times? If it worked fully autonomously, you would be in the backseat.


It does work fully autonomously. The fact that you are "supervising it" is a lie to regulators. No one has the reaction time to take the wheel and get in control of the car in the event of a situation where the autopilot fails. people don't even have the reaction time to do that when they are already in control of a car and something unfolds in front of them.


It's not "full" self driving despite their advertisements (which shouldn't even be legal to use). It can't handle basic weather or bad drivers or confusing road markings.

Granted, neither can many humans. But the bar should be many times higher if the operators are relieved of liability.


Anecdotally speaking it drives around LA county better than waymo. Maybe the weather isn't bad but the road markings especially on cement roads are often pretty shit compared to other parts of the country and hard for me to even see at night with my own human eyes.


> I’ve seen teslas full self driving drive me ...

> In what way is it non working at this point?

It's killing people:

https://www.theverge.com/2024/10/18/24273418/nhtsa-tesla-ful...


What like other drivers too?


How about this?

Tesla’s latest FSD beat Waymo by 30 minutes. Same route and same time of day.

https://youtu.be/CfX8Lu9MHa0?si=cOYWNXjPiYP9R6L_


This is literally just a video of getting somewhere midday in LA via highway vs surface streets? Waymos don't drive on highways in LA yet (just in the bay area, I think?)


> Same route and same time of day.

Just a small difference: one of them did it without a driver.


I don't see a taxi service from Tesla yet, while I've rode in a waymo in SF, so it is hard for me to see how Tesla is winning in the auto-taxi segment yet. Maybe their bet pays off and they dominate, or maybe waymo keeps expanding while Tesla keeps talking about vaporware, who knows?


Relative to Tesla Waymo cannot scale. Waymo vehicles are more expensive, plus the bolted on technology is expensive. Waymo can’t scale up production like Tesla. There is literally no way for them to compete. The field is tilted towards Tesla in every direction.


Do you believe Musk's timeline estimates?


I don’t even know what the timeline is, but you see it coming fast plain as day. Both CyberCab and FSD are very far along. I’d say 2 years to build that factory and initial production line. With half the part count, they’re going to be pumping these out fast.


> Waymo is cool, but I have no idea how it is going to compete with the tsunami coming that is CyberCab. Tesla will be mass producing this smaller, cheaper vehicle like nothing else. Covering the entire country with self driving vehicles.

Don't fall for the hype.


This is fundamental. Waymo doesn’t make cars. They can’t scale like Tesla can. Waymo vehicles are way more expensive and not optimized at all for FSD, it’s all bolt on.

If nothing changes, when CyberCab comes around Waymo will be screwed.


It's not fundamental. We know how to make cars. Other companies are also adding sensors to their existing cars.

Waymo is partnering with existing car companies and those have a lot more production capacity than Tesla.

I had also hoped you Teslabros would chill with the Tesla hype when Model 3 was supposed to cost 35k but the cheapest model is about 45k, the cheapest Cybertruck was supposed to also be about 35k but instead it's about 100k, the Semi isn't doing much, the Roadster is still vaporware, FSD is nowhere near FSD...


Again, Waymo sensors are expensive. Waymo cars are also expensive, 4 seaters with lots of other parts included for manual driving.

Unless Waymo is working to design their own car for self driving they’re not going to be able to compete with a much cheaper self driving vehicle. Tesla will flood the market.

Also ‘partnering’ you think legacy auto is going to let a middle man like Waymo ‘use’ their cars once self driving taxi services are here. They will cut out Waymo middle man fast. People will be buying subscriptions to Honda and Ford taxi services, not Waymo.

I think you forgot to factor in 10 years of inflation into your prices. A factory for Semi is being built in Nevada as we speak. And FSD is incredibly good, it can drive today in far more places than a Waymo can. Personally it drives me 90% of the time, and the next update with auto parking support it’ll be up to 99%.


A car with no steering wheel, such as the Cybertaxi, is a very far cry from the current FSD. I don't want to die or kill others with a car.

We'll see.


Waymo doesn't make the cars. Geely does.

And they make the same number of cars each year that Tesla does.

Also deployment by city exists because each state will have different regulations.


The problem is the vehicles are expensive, it doesn’t scale. CyberCab is designed for mass mass production.

If you need a clue, look at CyberTruck already out producing both Rivian and Lightning in less than a year.


Sure, right, it should be operational by 2017 at the latest, according to the Tesla CEO.


Get ready. You guys didn’t think CyberTruck would happen, but now it’s already out producing Rivian and Lightning.

I can’t tell you when it will happen, just that it will happen and when it does Waymo is screwed.


You are exactly right. Look at how you’re getting downvoted.

It’s so disappointing that this so-called tech community is so deranged because of their hatred of Musk so much that they’re not willing to look at the facts.

If it was any other company doing what Tesla is doing with their self driving, the comments here would be completely different.


> they’re not willing to look at the facts.

Quite the opposite.

The facts are that Elon Musk is notorious for overselling and missing deadlines.

RoboTaxi has supposed to have come out how long ago? How much did Cybertruck get delayed? Roadster was supposed to be out 4 years ago, and there's now basically not a peep about it. Elon has taken who knows how much money from people for reservations, and 4 years later they've got nothing to show for it.

I would bet my life savings that we will not see RoboTaxi or CyberCab by the end of 2026.


So Waymo has 2 years left before the fun starts. Unless Waymo can build and design their own car in that time, they are screwed. CyberCab is way cheaper and can be built at a much faster rate.


Ok let’s bet then. Easy money


Meh they got Bitcoin wrong as well and after 15 years still think it’s a scam.


Very true, the only reason I didn’t buy bitcoin at $1 was because of hackernews comments, I thought these people were smart about technology.

Thankfully I got my bearings right and bought at $250 and still holding.

HN commenters are notorious for being wrong, almost every successful unicorn, if you go look at the early comments about them, HN top comment is usually dead wrong about them




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